AVGO great earning, but may face pressure due to 44 PE

来源: 三心三意 于 2025-12-11 14:22:06 [] [博客] [旧帖] [给我悄悄话] 阅读数 : (176 bytes)
本帖于 2025-12-11 14:22:34 时间, 由版主 三心三意 编辑

This is also the first time over last 4 quarters where Hock has not 画 大饼yet, let's wait for conference call to complete and see if he has any surprises.

所有跟帖： 

• why I checked PE is 105? NVDA is 44 -tutututu- ♂ 给 tutututu 发送悄悄话 (0 bytes) () 12/11/2025 postreply 14:24:31

• Because you are not looking at right number :) -三心三意- ♂ 给 三心三意 发送悄悄话 三心三意 的博客首页 (0 bytes) () 12/11/2025 postreply 14:27:24

• Think you are looking at the forward P/E :-) -越挫越勇2- ♂ 给 越挫越勇2 发送悄悄话 (0 bytes) () 12/11/2025 postreply 14:38:18

• Whoever look at TTM PE should stop investing :) -三心三意- ♂ 给 三心三意 发送悄悄话 三心三意 的博客首页 (0 bytes) () 12/11/2025 postreply 14:44:41

• NVDA forwarding PE is only 23. same 50-60% growth next year -tutututu- ♂ 给 tutututu 发送悄悄话 (28 bytes) () 12/11/2025 postreply 15:10:08

• Down 6% now, that is a huge swing -越王剑- ♂ 给 越王剑 发送悄悄话 越王剑 的博客首页 (0 bytes) () 12/11/2025 postreply 14:52:16

• Because as I said, first time over a year where Hock 没有画饼：） -三心三意- ♂ 给 三心三意 发送悄悄话 三心三意 的博客首页 (0 bytes) () 12/11/2025 postreply 14:53:41

• Yes from high of 422 to 387 now , no rosy guidance -lionhill- ♂ 给 lionhill 发送悄悄话 lionhill 的博客首页 (0 bytes) () 12/11/2025 postreply 14:56:21

• Need to see where it trades after conference call -lionhill- ♂ 给 lionhill 发送悄悄话 lionhill 的博客首页 (0 bytes) () 12/11/2025 postreply 14:57:30

• I could be wrong, but I think AVGO go back to 35 PE -三心三意- ♂ 给 三心三意 发送悄悄话 三心三意 的博客首页 (0 bytes) () 12/11/2025 postreply 14:56:53

• Maybe be sometime next year but not near term -lionhill- ♂ 给 lionhill 发送悄悄话 lionhill 的博客首页 (0 bytes) () 12/11/2025 postreply 14:58:51

• 425 is near term ceiling unless Trump does something, lol -三心三意- ♂ 给 三心三意 发送悄悄话 三心三意 的博客首页 (0 bytes) () 12/11/2025 postreply 15:02:00

• 好多beat业绩的股都低走，给人一种感觉，AI故事有点讲不动了，需要点新东西 -ihavingfun- ♂ 给 ihavingfun 发送悄悄话 (0 bytes) () 12/11/2025 postreply 14:58:37

• 或者是对业绩寄予了更高的期望 -ihavingfun- ♂ 给 ihavingfun 发送悄悄话 (0 bytes) () 12/11/2025 postreply 14:59:37

• No, AVGO delivers great earning, But price run too high -三心三意- ♂ 给 三心三意 发送悄悄话 三心三意 的博客首页 (0 bytes) () 12/11/2025 postreply 14:59:39

• 这次指数调整，avgo基本都没调 -ihavingfun- ♂ 给 ihavingfun 发送悄悄话 (0 bytes) () 12/11/2025 postreply 18:27:40

• 这个股已经涨了很多很快了。 他的性格也是大涨大跌 -bogbog- ♀ 给 bogbog 发送悄悄话 bogbog 的博客首页 (0 bytes) () 12/11/2025 postreply 15:01:15

• Price action已经告诉我们投资人已经不再愿意为CapEx买单 -越王剑- ♂ 给 越王剑 发送悄悄话 越王剑 的博客首页 (114 bytes) () 12/11/2025 postreply 15:04:50

• 可能近期AI热点股上涨动力都capped -lionhill- ♂ 给 lionhill 发送悄悄话 lionhill 的博客首页 (0 bytes) () 12/11/2025 postreply 15:08:00

• 可能还需要看元月份七大巨头的季度报告吧？看看它们在大把花钱的同时赚钱了没有 -桃花源里人家- ♂ 给 桃花源里人家 发送悄悄话 桃花源里人家 的博客首页 (0 bytes) () 12/11/2025 postreply 15:39:55

• 是， 都挣钱都挣钱， lol j/k -bogbog- ♀ 给 bogbog 发送悄悄话 bogbog 的博客首页 (0 bytes) () 12/11/2025 postreply 15:44:11

• 人工智能竞赛正处于加速期，没有那么悲观， -bogbog- ♀ 给 bogbog 发送悄悄话 bogbog 的博客首页 (284 bytes) () 12/11/2025 postreply 16:45:21

• 卖掉一些Ai找机会换指数基金吧 -ihavingfun- ♂ 给 ihavingfun 发送悄悄话 (0 bytes) () 12/11/2025 postreply 18:25:57

• 好在不是只有靠投资AI才能赚钱。 -我是一只井底蛙- ♂ 给 我是一只井底蛙 发送悄悄话 (0 bytes) () 12/11/2025 postreply 15:26:25

请您先登陆，再发跟帖！